Senior Manager – Investment Operations & Reporting

Aarii Ventures; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

A leading investment management firm is seeking a Senior Manager for Investment Operations & Reporting. This role involves anchoring investment operations, streamlining reporting, and providing leadership to the investment support team. Candidates must be Chartered Accountants with 5-8 years of relevant experience. Key responsibilities include leading the team, preparing investment summaries, and ensuring high governance standards. This full-time position offers opportunities for strategic project involvement and process improvement.

Qualifications

• 5-8 years of experience in investment operations or related areas.
• Strong understanding of legal frameworks related to investments.
• Proficient in communication and coordination.

Responsibilities

• Lead the investment operations team to ensure timely outputs.
• Prepare Monthly Investment Summaries and Quarterly Presentations.
• Implement scalable systems to improve internal controls.

Skills

Chartered Accountant

Investment operations understanding

Leadership experience

Analytical ability

Proficiency with Excel and reporting tools

Stakeholder management

Education

Chartered Accountant degree

Tools

Excel

PPT

Job description

Senior Manager – Investment Operations & Reporting

We are seeking a high‑calibre Chartered Accountant to anchor our investment operations, streamline reporting, and provide strong leadership to the investment support team. This is a senior accountability‑driven role designed to ensure rigorous governance, high‑quality deliverables, and seamless coordination across investment, legal, accounting, and strategic initiatives.

Key Responsibilities

• Lead the investment operations team with a strong managerial presence; ensure discipline, performance, and timely delivery of all team outputs.
• Act as the primary reporting lead for the team, ensuring the CIO receives structured weekly performance updates and red‑flag insights.
• Maintain high professional standards to ensure the team treats the role with seriousness and respect.
• Ensure all team members adhere to internal communication norms, including timely responses to common group email IDs and systematic follow‑ups on assigned companies.

Investment Operations & Review

• Possess a solid understanding of investment processes across listed equities, PMS, funds, start‑up investments, NCLT opportunities, and strategic projects.
• Support in reviewing team analysis, assessing investment material, and ensuring accuracy in all internal investment workflows.
• Leverage foundational legal knowledge to understand transaction documents, compliance requirements, and investment structures.
• Contribute to evaluating investment performance and provide inputs that help assess team progress.

Reporting & Analytical Rigor

• Prepare and present a Monthly Investment Summary covering PMS, Funds, Start‑ups, and Direct Public Market Investments.
• Develop and deliver Quarterly Investment Presentations for senior management, reflecting portfolio performance, insights, and actionable recommendations.
• Standardize and streamline accounting, MIS, MProfit and reporting frameworks for internal performance tracking and external investment monitoring.
• Build dashboards or reporting mechanisms to provide transparent visibility into team output, investment progress, and third‑party fund/start‑up performance.

Strategic & Cross‑Functional Projects

• Work closely on cross‑vertical initiatives including IPO‑related workstreams, fund‑raising assignments, trust structures, NCLT transactions, and new business initiatives.
• Drive operational execution for these projects, ensuring accuracy, timely coordination, and compliance with internal standards.

Process Improvement & Automation

• Implement scalable systems and processes to strengthen internal controls and reduce manual effort.
• Take ownership of automation initiatives to improve speed, accuracy, and transparency across investment operations.
• Follow up with legal and compliance teams to ensure documentation repositories are updated, accessible, and audit‑ready.

Qualifications & Skills

• Chartered Accountant (mandatory) with strong academic grounding and high learning agility.
• 5–8 years of experience in investment operations, transaction support, portfolio monitoring, or related domains.
• Strong understanding of basic legal frameworks relevant to investment transactions.
• Proven leadership experience with the ability to manage teams and enforce discipline.
• Strong analytical ability, structured thinking, and comfort working across multiple domains.
• High proficiency with Excel, PPT, reporting tools, and process automation platforms.
• Excellent communication, stakeholder management, and coordination skills.

If interested, kindly share your resume to [e-mail].

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Management and Manufacturing

Industries: Investment Management